Troubleshoot subcontract invoice sync errors

1. In Sage Construction Management, open the subcontract invoice.
2. In the Financial and Retainage Summary section, select View Retainage Summary By Job Cost Code.

3. In the Retainage Summary By Job Cost Code section, make sure the correct tax code is selected for each job cost code.

   Tax codes on the subcontract invoice are applied based on the default tax code defined in the Job Cost Code table.

4. Save your changes, if any.

Relink the Sage Construction Management company referenced on the subcontract invoice with the QuickBooks vendor.

1. Open the AccountingLink utility.
2. In the Advanced Utilities section, select Manually Link Company.
3. Relink the Sage Construction Management company with the QuickBooks vendor.

Relink the Sage Construction Management prime contract with the customer:job in QuickBooks.

1. Open the AccountingLink utility.
2. In the Advanced Utilities section, select Manually Link Project.
3. Relink the Sage Construction Management project prime contract number with the customer:job in QuickBooks.

Re‑export the subcontract invoice to verify that the issue has been resolved.

1. Open the AccountingLink utility.
2. In the Sync Sage Construction Management with QuickBooks section, select Sync.
3. Export the subcontract invoice.

If the error persists, verify that your Sync Preferences are configured correctly.

1. Open the AccountingLink utility.
2. Select Sync Preferences.
3. In the Accounts Payable section, do the following:
   1. Review how the job cost codes used on the subcontract invoice map to QuickBooks service items based on the Job Cost Code Link Options property.
   2. Review if subcontract invoice retainage is tracked in QuickBooks.
4. If the subcontract invoice has tax, review the following:
   • For the United States, make sure a QuickBooks service item representing sales tax is referenced.
   • For Australia, Canada, and New Zealand, in the Tax Code section, make sure that the Sage Construction Management and QuickBooks tax codes are linked one-to-one.
5. Save your changes, if any.

Next step: Try exporting the subcontract invoice again to confirm that the issue is resolved.